Intelliflo has added Hearsay Systems' adviser cloud platform tool to Intelligent Office, which allows advisers to manage their social media and local, search-optimised web presences all on one dashboard.
Hearsay's predictive tools allow advisers to "hear" about clients' key life events and provide a centralised library of "compliant content" which helps advisers to give the right message at the right time....
Develop ‘soft skills’
Governance reforms expected in May
Strategic partnership between firms
Catching up with the Influencers